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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,988 | $202,460+13.1% | $169,385+35.2% | $139,456+64.2% |
| Participation rate | 77.3% | 81.1%-3.8pp | 77.2%+0.1pp | 80.3%-3.1pp |
| Annual return | 8.48% | 532.07%-523.6pp | 405.82%-397.3pp | 373.45%-365.0pp |
| Employer contribution / active EE | $10,543 | $4,691+124.7% | $4,012+162.8% | $4,753+121.8% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $26,458 | $10,719+146.8% | $9,011+193.6% | $11,407+131.9% |